Coronado Investments, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Rancho Santa Fe, California
CRD number
111992
Registered since
September 12, 2001

Firm profile

FINTRX

Overview

Coronado Investments, LLC is organized as a limited liability company and has been SEC-registered since 2001. FINTRX identifies the firm as unclassified and lists its owner type as a domestic entity/individual. The profile contains minimal public detail on the firm's advisory mandate, client segmentation, or fee schedules. Regulatory flags in FINTRX indicate Coronado is not designated as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser. Those attributes suggest a relatively narrow regulatory profile compared with multi-state or institutional-focused RIAs, but the available data does not describe the firm's day-to-day advisory activities or target client types.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Mitchell Little

    PartnerCRD 1701341

  • Arne Rovell

    Arne Rovell

    PartnerCRD 4741660

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rancho Santa Fe, CA

San Diego

Location

Rancho Santa Fe, CA

Headquartered in Rancho Santa Fe, CA, in the West of the United States.

Region
West
County
San Diego
Address
17630 El Vuelo
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth